Multi-Factor Authentication (MFA) provides added security to all eQuipt Client Portal accounts. You (if you have an eQuipt account) and/or your clients will experience the MFA process when logging in from an unrecognized location, a new network or browser, from a new device not previously associated with the security information on file, or due to a variety of other risk factors. MFA has also been embedded into the Password Recovery process to save you and your clients’ time by supporting self-service.
Previously, clients had to accept a separate Click-to-Consent email from NFS before their account was enrolled in eDelivery. Many clients deleted the email, lost it in their spam folder, or were unable to locate it in their inbox.
Now, client accounts will be enrolled in eDelivery when they complete the electronic signing of their enrollment paperwork. Your client will no longer receive a separate Click-to-Consent email for new accounts moving forward. This update is not retroactive. Any client acceptances pending in the Click-to-Consent email before this release will still require the client’s consent before the accounts are enrolled.
*THIS COMMUNICATION WILL NO LONGER BE
SENT TO CLIENTS IN ORDER TO ENROLL THEIR ACCOUNTS IN EDELIVERY.
Based on feedback , text updates have been made on several Multi-Factor Authentication modules to add clarity and improve user experience.
An email notification is now sent to any account owner who has one or more of their accounts linked to another eQuipt Client Portal user profile, as long as they have an email address on file. Previously, an email was only sent to the linked account owner if they were also enrolled in eQuipt Client Portal.
This email is an added layer of security for both the account owner and eQuipt Client Portal User who is linking the account. We recommend adding email addresses to all your client records who may have accounts linked by a spouse or primary household member who uses eQuipt Client Portal.
The email will look the same as the previous email notification that only went to the eQuipt Client Portal User.
In the coming months, we’ll host another eQuipt Insights webinar to provide you with a mid-year eQuipt update. We look forward to hearing from you on the call.
Previously, ADV was an option in the Policy Type drop-down in the Disclosures and Policies section of the Notices tab. This drop-down allows clients to choose which eDelivery Documents to view inside eQuipt Client Portal. Currently, eQuipt Client Portal cannot send the ADV electronically. Because of this, ADV was removed from the filter options, so it no longer shows under the Policy Type drop-down.
The ADV filter will be replaced when eQuipt Client Portal can deliver ADV documents electronically. There is no impact to documents currently delivered electronically via eQuipt Client Portal.
This release delivers a long-overdue change to eQuipt for New Accounts NFS eDelivery enrollment, and eQuipt Client Portal visual improvements along with a new household account linking email notification. Additionally, the eQuipt Client Portal Multi-Factor Authentication enhancements continue while also making progress in delivering eQuipt applications to Securities America financial professionals.